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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

148 hedge funds and large institutions have $285M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 50.33%50.02% (-0.31%)

2% less funds holding

Funds holding: 151148 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

22% less capital invested

Capital invested by funds: $367M → $285M (-$81.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
46
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$1.82M -$13.9K -164 -0.7%
SIM
27
Seaview Investment Managers
Florida
$1.79M +$32K +377 +2%
MIH
28
Meitav Investment House
Israel
$1.69M
BHB
29
Bank Hapoalim BM
Israel
$1.57M -$175K -2,065 -9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.53M -$198K -2,332 -11%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.51M +$582K +6,861 +54%
WWA
32
WCG Wealth Advisors
Nevada
$1.48M +$1.62M +19,120 New
SCA
33
Snowden Capital Advisors
New York
$1.45M +$23.6K +278 +2%
FHA
34
Flagship Harbor Advisors
Massachusetts
$1.24M -$742K -8,750 -35%
RG
35
Rathbones Group
United Kingdom
$1.23M +$196K +2,315 +17%
KIA
36
Kraematon Investment Advisors
Massachusetts
$1.22M -$30K -354 -2%
HT
37
HAP Trading
New York
$1.21M +$1.32M +15,573 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.18M +$38.9K +458 +3%
IWM
39
IHT Wealth Management
Illinois
$1.17M -$1.7K -20 -0.1%
WS
40
Wedbush Securities
California
$1.13M +$48.4K +571 +4%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$1.08M +$182K +2,143 +18%
CI
42
CX Institutional
Indiana
$1.07M +$127K +1,501 +12%
PS
43
Portfolio Strategies
New York
$1.06M -$135K -1,587 -10%
WA
44
Waverly Advisors
Alabama
$991K
WCM
45
WealthBridge Capital Management
Ohio
$977K -$59.4K -700 -5%
OC
46
Oppenheimer & Co
New York
$968K -$118K -1,390 -10%
IGWM
47
ICA Group Wealth Management
Colorado
$890K +$523K +6,168 +162%
Citigroup
48
Citigroup
New York
$878K +$5K +59 +0.5%
HF
49
HRT Financial
New York
$877K +$255K +3,001 +36%
AIFAIM
50
American Institute for Advanced Investment Management
Arizona
$831K -$29.7K -350 -3%

GRID Hedge Fund Activity: Q2 2022 in Review

148 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2022, worth a combined $285M — down 22% from $367M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of GRID and 18 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 46 added.

The largest buyer was Mivtachim The Workers Social Insurance Fund, adding an estimated $34.8M. The largest seller was Independent Financial Group, cutting an estimated $30M.

  • 148 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2022, down from 151 in Q1 2022.
  • Funds reported $285M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 18 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2022 and 20 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2022 was Mivtachim The Workers Social Insurance Fund, an estimated $34.8M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2022 was Independent Financial Group, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2022.